Make document management flow. Through your Calendar & Inbox.

SmartCloud Connect for SpringCM works where you do.
Whenever you need to send an email, your documents are
within a 1-click reach

Each business process revolves around documents. From hiring a contractor to closing a customer,
every organizational silo is involved in tons of paperwork and more often than not, it is the
document-related process that turns out to be the bottleneck of business deals. Without a team
collaboration, on-hand access, and a full-fledged integration, contracts take longer to sign, deals
pause, and your business revenue suffers.

Documents are used in the entire sales cycle, from prospecting to
renewal

Prospect

New account/
customer application

Develop

Nondisclosure agreement

Internal proposal/quote
approval

Close

Quote or proposal

SOW or insertion order

Financing application

Loan/lease agreement

Maintain

New customer onboarding form

Change order

Project sign-off

Receipt pf goods/services

Services agreement

Renew

Renewal agreement

Contract addenbum

Organize, share, and reach the
documents you store in SpringCM,
right from your Inbox

Leverage a flexible, scalable central repository with an intuitive folder structure, adjusting to
the way your organization works in your Outlook and Gmail. With each incoming email, you can save
and organize your documents to SpringCM. You can generate a shareable link for your documents and
share it internally team-wide, or externally with your customers. You can also set reminders in
accordance with the due date of each of your document-driven workflows, unique to your business.
With a robust search, you're also all-set to find any document, defining keyword, phrase, or custom
tag that you've created, fast.

Streamline your document and
contract workflows

SmartCloud Connect and SpringCM give you a bird's-eye view of your entire contract process. Within
your Inbox, you can interact with your SpringCM business workflows, modify your Approval Workflows
and access your Advanced Workflow features. There's no need to switch between Microsoft Word, Google
Docs, your CRM, Calendars and Inbox, - you can significantly save time by leveraging the
functionality of all these systems right beside your emails.

Deliver the right document / contract at the right time

Become instantly more productive with all your documents at hand through your mailbox. Each time
you're reaching out your prospects via emails, SmartCloud Connect allows you to choose the exact
document you need, stored in SpringCM, without the need to shuffle through multiple interfaces.

Connect with Salesforce, any other CRM, or use no CRM at all

Connect your custom document-driven workflows with your contacts, accounts, opportunities, and any
other records in CRM - directly within your Outlook or Gmail. This joint solution provides complete
access to all of your Salesforce data, any other CRM data, as simply data of your Inbox with no CRM
at all. If you use CRM, you can literally bring it into your Inbox, sync all of your emails and
meetings with documents and contracts, stored in SpringCM and access everything, anytime with
point-and-click ease in your Calendar and Inbox. If you don't use a CRM, you can still leverage the
whole array of the released features, while using SpringCM and your Inbox.